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Portfolio (Quarterly) Guide ↗

FOX RUN MANAGEMENT, L.L.C.

· CIK 0001533457
13F Portfolio $648M AUM Filed Feb 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 867 New
Page 26 of 44  ·  867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 TECHNIPFMC PLC 11,301.0 $504K 0.08% NEW $44.56
502 INTA INTAPP INC Technology 10,985.0 $503K 0.08% NEW $45.82 -51.9%
503 CINF CINCINNATI FINL CORP Financial Services 3,061.0 $500K 0.08% NEW $163.32 +4.2%
504 LRN STRIDE INC Consumer Defensive 7,691.0 $499K 0.08% NEW $64.93 +27.5%
505 BALL BALL CORP Consumer Cyclical 9,416.0 $499K 0.08% NEW $52.97 +9.0%
506 AA ALCOA CORP Basic Materials 9,348.0 $497K 0.08% NEW $53.14 +11.7%
507 TDY TELEDYNE TECHNOLOGIES INC Technology 971.0 $496K 0.08% NEW $510.73 +21.3%
508 EDU NEW ORIENTAL ED & TECHNOLOGY Consumer Defensive 8,971.0 $494K 0.08% NEW $55.03 -18.2%
509 ARMOUR RESIDENTIAL REIT INC 27,787.0 $492K 0.08% NEW $17.69
510 CCI CROWN CASTLE INC Real Estate 5,524.0 $491K 0.08% NEW $88.87 -7.7%
511 CW CURTISS WRIGHT CORP Industrials 887.0 $489K 0.07% NEW $551.27 +40.0%
512 HWM HOWMET AEROSPACE INC Industrials 2,384.0 $489K 0.07% NEW $205.02 +35.4%
513 ANIP ANI PHARMACEUTICALS INC Healthcare 6,170.0 $487K 0.07% NEW $78.94 +0.7%
514 JNJ JOHNSON & JOHNSON Healthcare 2,351.0 $487K 0.07% NEW $206.95 +10.4%
515 LNC LINCOLN NATL CORP IND Financial Services 10,912.0 $486K 0.07% NEW $44.53 -16.5%
516 TILE INTERFACE INC Consumer Cyclical 17,402.0 $486K 0.07% NEW $27.92 +16.6%
517 LADR LADDER CAP CORP Real Estate 44,117.0 $485K 0.07% NEW $10.99 -7.2%
518 GXO GXO LOGISTICS INCORPORATED Industrials 9,208.0 $485K 0.07% NEW $52.64 -7.6%
519 PNFP PINNACLE FINL PARTNERS INC Financial Services 5,064.0 $483K 0.07% NEW $95.41 +0.7%
520 FIX COMFORT SYS USA INC Industrials 516.0 $482K 0.07% NEW $933.29 +110.8%
Page 26 of 44  ·  867 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 20.9%
Healthcare 14.6%
Industrials 13.4%
Financial Services 12.8%
Consumer Cyclical 12.1%
Energy 5.8%
Real Estate 5.5%
Consumer Defensive 4.9%
Basic Materials 3.9%
Utilities 3.3%